Outside counsel and/or firms that are completing and billing for work on legal matters are added as vendors to Unity for the purposes of invoicing, activity tracking, and reporting.
It is the responsibility of our customers to add the vendor records and ensure relevant settings are enabled. This includes the following:
- Enabling features for invoicing via the vendor portal
- Enabling Timekeeper Rate Validation settings if rates should be used for invoice validation
- If Spend Agent is enabled for invoice verification, ensuring a default Outside Counsel Guidelines file is assigned
- Adding the relevant datapoints and information for tracking/reporting
There are two ways to add a new vendor:
Before continuing, use the search field on the vendor list page to check if the firm already exists.
Click the + (Quick Add) button from the top navigation bar and select New Vendor.
OR
Go to Vendors from the left-side navigation bar and click + Add Vendor in the top-right corner.
Enter the vendor details and click Submit. See the table below for information on the required/optional fields.
| Vendor Name | Legal name of the firm as it will appear in lists of values where a vendor can be assigned (e.g., matter records). |
| Contact Name | First and last name of the firm’s main point of contact for your organization. |
| Contact Email (required) | Email address of the main vendor contact. |
| Contact Phone | Phone number of the main vendor contact. |
| URL | Firm’s website URL, if applicable. |
Once added, the record can be found and managed from the vendors list page. Open the vendor record to fill in additional details, manage settings (e.g., accruals, timekeeper rate validation, etc.), grant Vendor Portal access, and more.